SR
CFA
SR
CFA

Sebastian Ramirez

4 Years of Experience
Broker
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
11 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$25.2M
Loading...

Location

100 SE 2nd Street, Suite #3975, Miami, FL, 33131

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Latin Securities INC
June 2023 - Present · 2 yrs 8 mos
Latin Securities INC.Broker
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
Morgan Stanley
May 2021 - September 2022 · 1 yr 4 mos
Morgan StanleyBroker
May 2021 - September 2022 · 1 yr 4 mos
Wells Fargo Clearing Services, LLCBroker
September 2020 - May 2021 · 8 mos
Wells Fargo Clearing Services, LLC
September 2020 - May 2021 · 8 mos
Intl Fcstone Securities INC.Broker
May 2013 - August 2013 · 3 mos
State Registrations3 states
FLNYWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.